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OPTIMAL INSIGHTS FORUM 2026
Schedule

Check back often as our schedule evolves leading up to the event!
Meetings will be held at the Renaissance Nashville Hotel.

Thursday, Sept. 10, 2026

Central Time   Session
7:30 a.m.   Breakfast
8:30 a.m.   Welcome and Setting the Stage
8:45 a.m.   MSR Market Insights: Trends Shaping Today and Tomorrow
9:30 a.m.   Hedging & Trading Roadmap: What’s Here, What’s Next
10:00 a.m.   CE in Action: Reporting, AI, Expertise & Execution
10:30 a.m.   Break
10:45 a.m.   Driving Performance with PPE-Hedge Optimization
11:30 a.m.   The Architecture of Hedging: Models, Theory & Market Application
Noon   Lunch
12:15 p.m.   Economic Outlook: Forces Driving the Mortgage Market
1:00 p.m.   Expanding the Toolkit: Non-QM Pricing, Hedging, & Non-TBA Execution
1:45 p.m.   Dealer Desk: Real-Time MBS Insights & GNMA Pooling Strategy
1:45 p.m.   Agency Direct: The Next Generation of Bank & Credit Union Execution
2:15 p.m.   Break
2:30 p.m.   Bringing It All Together: A Day in the Life of CompassEdge Users and Stakeholders
2:45 p.m.   Peer Roundtables: Challenges, Ideas & Best Practices
3:45 p.m.   Group Reconvene: Key Takeaways & Themes
4:00 p.m.   Closing Session: Key Insights and Next Steps